Business Owners

Thrive Wealth Advisors works with successful business owners to pursue their financial goals. We personally assist busy, time-is-at-a-premium owners in the development of an independent, well thought out plan designed to help provide for themselves and their families. You will receive one written plan focused on your unique life defining goals.

Thrive Wealth Advisors has experience in all facets of planning for business owners with emphasis on the following areas:

Comprehensive planning

  • Every facet of your financial life addressed in a written plan
  • Semi-annual review and quarterly update

Asset management 

  • Personalized advice to match your unique requirements
  • Return potential with managed risk

Retirement plan advice

  • Assist with design, installation, and investment management of company retirement plan
  • Seek maximum benefit for the owner

Retirement cash flow modeling to help you avoid running out of money

  • Which assets to spend and in what order
  • Identification and development of retirement income sources
  • Integrated what-if planning

Development of wealth transfer strategies

  • Focus on your desires for a legacy
  • Help ensure money left to love ones

Divestiture of ownership interests

  • Explore all options for your benefit
  • Manage taxes
 This information was developed as a general guide to educate plan sponsors, but is not intended as authoritative guidance or tax or legal advice.  Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.  In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.